Solugenix's Journey to Smarter Financial Management with Advanced Integration

Challenge

Prior to Martus, Solugenix had no efficient way to push budgets into Sage Intacct, which significantly limited their reporting capabilities. Budget and forecast consolidation was a manual process — time-consuming and prone to errors. There was also no practical way to involve frontline managers directly in the budgeting process for their own customers and projects, which limited engagement and accountability across the organization.

Why Martus

When evaluating budgeting solutions, Solugenix found that other tools on the market didn't offer the same depth of integration with Sage Intacct.  According to Steve, "Other solutions did not have the level of integration with Sage Intacct." Martus's ability to fully synchronize budgets with Sage Intacct — pushing them in and pulling finalized versions back out — set it apart from every other option the team considered.

Solution

Martus gave Solugenix a fully integrated, collaborative budgeting platform built around their existing Sage Intacct environment. Key elements include:

• Seamless, two-way integration that pushes budgets into Sage Intacct and pulls finalized versions back automatically
• Automated consolidation of budgets and forecasts, replacing a previously manual process
• Robust security settings that allow frontline managers to enter budgets directly for their own customers and projects
• Deep handling of Sage Intacct's dimension structure, which the team found more capable than competing tools

Results

Since implementing Martus, Solugenix has seen meaningful gains in efficiency, accuracy, and cross-team collaboration:

• Automated budget consolidation and Sage Intacct sync, eliminating a previously manual, error-prone process
• Time savings for Steve's team from no longer having to manually reconcile budgets and forecasts
• Greater engagement and accountability across the organization, as frontline managers can now enter budgets directly
• Improved accuracy and efficiency of financial data through tighter Sage Intacct integration

In summary, adoption of Martus Solutions at Solugenix has revolutionized their approach to budgeting and forecasting by simplifying complex processes through efficient tools that integrate effortlessly with existing systems like Sage Intacct. This transformation not only enhances operational efficiency but also empowers staff through a collaborative environment that ensures transparency across all financial management practices.